Returns
Instructions on how to pass returns data to Bold Metrics.
There are two methods to pass returns data to Bold Metrics: File Drop (FTP/Email) or through our Loop Returns integration.
Getting Started with Loop Returns
We have an easy, two-step integration through our returns partner, Loop, in order to connect your returns to Bold Metrics.
Click ‘Generate API Key’.
Select the ‘Return’ box, and click ‘Generate’.
Once these steps have been completed, please pass along the API Key to your Bold Metrics Account Manager.
Getting Started with FTP
Your Bold Metrics representative will pass you a returns template with the expected data contract. This contains the columns that are both required and optional for our data team to produce a performance analysis. Please check your returns data and make sure your team is able to match the data contract from the returns template.
Once Bold Metrics has confirmed the sample data, your team needs to drop this data to the Bold Metrics FTP on a re-occurring basis.
Hand off a sample of returns data using the returns template.
Supply Bold Metrics with a public SSH key.
After step two is completed, Bold Metrics will supply your team with FTP information.
Returns Template
The below sheet includes fields that are both required and optional for our reporting to work. If you are an FTP client, it is required to pass Bold Metrics this data in the below format as a .csv.
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